Position in LFMD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,767
New position
Shares Held
5,997
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 116 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $3,316,283 across 32 Health Information Services names. LFMD ranks #18 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
14,969 | $1,352,000 | |
| 2 | VEEV |
Veeva Systems Inc
|
3,560 | $631,793 | |
| 3 | DOCS |
Doximity, Inc.
|
12,019 | $249,274 | |
| 4 | PHR |
Phreesia, Inc.
|
14,129 | $145,387 | |
| 5 | TEM |
Tempus AI, Inc.
|
2,508 | $145,288 | |
| 6 | SDGR |
Schrodinger, Inc.
|
6,258 | $101,692 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
1,088 | $75,877 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
2,866 | $73,742 |
All Filings in LFMD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,767 | 5,997 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||